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State Street SPDR Portfolio S&P 400 Mid Cap ETF

567 hedge funds and large institutions have $8.59B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2024 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 232 increasing their positions, 201 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 28

107% more capital invested

Capital invested by funds: $4.16B → $8.59B (+$4.43B)

15% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 201

3% more funds holding

Funds holding: 548567 (+19)

2% less funds holding in top 10

Funds holding in top 10: 4443 (-1)

3.97% less ownership

Funds ownership: 89.97%86% (-4%)

Holders
567
Holders Change
+19
Holders Change %
+3.47%
% of All Funds
8.17%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.62%
New
60
Increased
232
Reduced
201
Closed
28
Calls
$107K
Puts
Net Calls
+$107K
Net Calls Change
-$68K
Name Holding Trade Value Shares
Change
Change in
Stake
KFP
476
Keener Financial Planning
Texas
$162K -$10.8K -218 -7%
LWCFA
477
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$160K
NCM
478
Northwest Capital Management
Oregon
$155K +$3.08K +62 +2%
WT
479
Whittier Trust
California
$147K +$88.8K +1,786 +185%
S
480
SignatureFD
Georgia
$145K +$135K +2,712 New
NFSG
481
Newbridge Financial Services Group
Florida
$144K +$10.4K +209 +8%
OSAM
482
O'Shaughnessy Asset Management
Connecticut
$121K +$2.79K +56 +3%
SHIM
483
Stone House Investment Management
Pennsylvania
$113K +$106K +2,126 New
ITIM
484
Indiana Trust & Investment Management
Indiana
$105K +$97.7K +1,964 New
CP
485
Castleview Partners
Texas
$104K +$27.7K +556 +40%
HIIFS
486
Harel Insurance Investments & Financial Services
Israel
$101K
WTC
487
WhitTier Trust Company
Nevada
$100K
FWP
488
FAS Wealth Partners
Kansas
$99K +$53.9K +1,083 +140%
US Bancorp
489
US Bancorp
Minnesota
$97.3K -$22.3K -449 -20%
HNB
490
Hilltop National Bank
Wyoming
$94.7K +$88.3K +1,776 New
Qube Research & Technologies (QRT)
491
Qube Research & Technologies (QRT)
United Kingdom
$91.2K -$40.6K -816 -32%
SWM
492
Spire Wealth Management
Virginia
$90.6K -$39.1K -786 -32%
SPIA
493
Steward Partners Investment Advisory
New York
$81.6K
VAG
494
VisionPoint Advisory Group
Texas
$80K -$547 -11 -0.7%
SAM
495
Securian Asset Management
Minnesota
$80K +$74.6K +1,500 New
CHA
496
Carmichael Hill & Associates
Maryland
$74.9K
CWC
497
Carolinas Wealth Consulting
North Carolina
$72.3K
Bank of Montreal
498
Bank of Montreal
Ontario, Canada
$70.6K -$4.48K -90 -6%
AIA
499
Armor Investment Advisors
North Carolina
$66.1K
WP
500
WealthShield Partners
North Carolina
$64.8K -$3.03K -61 -5%

SPMD Hedge Fund Activity: Q1 2024 in Review

567 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q1 2024, worth a combined $8.59B — up 107% from $4.16B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SPMD positions and 28 closed out — a net gain of 32 holders — while 232 added to existing stakes and 201 trimmed.

The largest buyer was Betterment LLC, opening a new position worth an estimated $722M. The largest seller was Morgan Stanley, cutting an estimated $135M.

  • 567 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q1 2024, up from 548 in Q4 2023.
  • Funds reported $8.59B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q1 2024, up 107% quarter-over-quarter.
  • 60 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q1 2024 and 28 closed out, a net change of +32 holders.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q1 2024 was Betterment LLC, an estimated $722M added.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $135M sold.

Based on aggregated 13F filings for Q1 2024.